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First Personal Financial Services’s CenterPoint Energy CNP Stock Holding History

First Personal Financial Services’s Portfolio CNP Stock Details CNP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-31
Closed -$1K – 542
2019
Q3 		$1K Buy
+31
New +$893 ﹤0.01% 457
2017
Q3 		– Sell
-10
Closed – – 838
2017
Q2 		$0 Hold
10
– – ﹤0.01% 860
2017
Q1 		$0 Hold
10
– – ﹤0.01% 885
2016
Q4 		$0 Buy
+10
New +$234 ﹤0.01% 918

Other funds holding CNP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

First Personal Financial Services's CNP Position: Q4 2019 in Review

First Personal Financial Services sold out of CenterPoint Energy (CNP) in Q4 2019, closing a stake of 31 shares — an estimated $1K sold.

First Personal Financial Services first reported a position in CNP in Q4 2016 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 582 funds tracked by Wall St. Rank hold CNP as of Q4 2019.

  • First Personal Financial Services reported no remaining CenterPoint Energy position as of Q4 2019 after selling out during the quarter.
  • First Personal Financial Services sold 31 CenterPoint Energy shares in Q4 2019, an estimated $1K.
  • First Personal Financial Services first reported a position in CenterPoint Energy in Q4 2016 and held it in 4 quarters.
  • First Personal Financial Services's CenterPoint Energy position peaked at $1K in Q3 2019.
  • 582 funds tracked by Wall St. Rank held CenterPoint Energy as of Q4 2019.

Based on First Personal Financial Services's 13F filing for Q4 2019, filed 24 Jan 2020.